Data / Investment advisers / Pennsylvania / Capital Solutions
Capital Solutions, Blue Bell, PA: exempt reporting adviser with 16 private funds
Capital Solutions is an exempt reporting adviser with its main office in Blue Bell, Pennsylvania and reports 16 private funds in its Form ADV filed March 27, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 283533
- SEC file number
- 802-118624
- SEC status
- ERA, Active, effective March 31, 2020
- Legal name
- Capital Solutions, Inc.
- Main office
- 751 Arbor Way Suite 210, Blue Bell, PA 19422
- Phone
- (215) 540-0505
- Website
- cap-sol.com
- Form of organization
- Corporation
- Private funds
- 16: 14 real estate funds, 2 private equity funds
- Gross assets of private funds
- $109,051,770
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Blue Bell
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Borer Denton & Associates, Inc. | Blue Bell | $403 million | Not listed | adviserinfo.sec.gov |
| Amplius Asset Management, LLC | Blue Bell | $247.3 million | Not listed | adviserinfo.sec.gov |
| Coombs Wealth Advisory, LLC | Blue Bell | $139.6 million | Not listed | adviserinfo.sec.gov |
| IM Wealth Partners | Blue Bell | $123.9 million | Not listed | adviserinfo.sec.gov |
| Persimmon Capital Management | Blue Bell | $50.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Blue Bell, PA
- Investment advisers in Pennsylvania
- Advisers that manage private funds
- Capital Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.